Our Practice strives to be committed to integrity, quality, and service. We believe clients will experience changes throughout their lives. Our team looks to relate our experiences to help guide you and your family through these transitions in your journey.
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Katiehas been part of the team since 2014. Previously she was in the banking industry for 15 years.
Bachelor of Science in Organizational Management from Keuka College.
Lee has been working in the industry for 21 years and joined the practice in 2014.
Bachelor of Arts from St. Lawrence University
Series 7, Series 31, Series 66, and Life, Health, & Accident
Laura has been with Ameriprise for 31 years and joined our practice in 2022.
Series 7, Series 66, and Life, Health, & Accident
Bachelor of Science in Business Administration from Nazareth College
Karie has been with our practice for 5 years.
Bachelor of Arts from Butler University
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